2023 Form 5500 filing — Statistics & Data Corporation 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009095339NAL0010503539001) for Statistics & Data Corporation 401(K) Plan, reported by Statistics & Data Corporation under EIN 20-3804399 and plan number 001. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.6MReported net assets$11,606,830
Participants190
Provider compensation$42.5K3 Schedule C row(s)$42,506
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009095339NAL0010503539001
Plan sponsor
Statistics & Data Corporation
EIN
20-3804399
Plan number
001
Location
Tempe, AZ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.6M total assets
Net assets$11.6MLiabilities$0
Money in vs. money out
Total income / additions$3.8M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$505.4K
Participant$1.3M
Full reported line items
Total assets (EOY)
$11,606,830
Total liabilities (EOY)
$0
Net assets (EOY)
$11,606,830
Employer contributions
$505,432
Participant contributions
$1,317,883
Total income / additions
$3,773,340
Benefits paid
$1,088,415
Administrative expenses
$42,507
Total expenses
$1,132,999
Net increase / (decrease)
$2,640,341
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $24.1K · Indirect $0
  2. 2
    Adp, Inc.$18.4K
    RECORD KEEPER · Direct $18.4K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009095339NAL0010503539001 cover?
It is the 2023 Form 5500 filing for Statistics & Data Corporation 401(K) Plan, reported by Statistics & Data Corporation (EIN 20-3804399).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages